Apr 11, 2022How & When To Pay Any 2021 Tax Due with Your US Tax ReturnWe are a week away from April 18, 2022, the US tax payment deadline. If you are a US taxpayer outside of the United States on April 18, 2022, you will receive an automatic tax-filing deadline through June 15, 2022. Important! …Taxes2 min readTaxes2 min read
Mar 29, 2022Finding Last-Minute Tax Savings on Your 2021 US Tax ReturnIt is already the end of March, which means you have likely received all your tax documents and maybe even started the preparation of your 2021 US tax return. If you are worried about an unexpected US tax bill, there are a few last-minute strategies you may be able to…Us Tax4 min readUs Tax4 min read
Feb 16, 2022Americans Abroad- 2022 Guide to US Tax Updates2022 Tax Law Updates for Americans Abroad Each year the IRS provides updated information related to the new tax year. Use this guide, as a quick reference to the most common dates and tax provisions for American Expats. As a reminder, every American who meets the following worldwide income thresholds…4 min read4 min read
Jan 13, 2022Pillar 3: The Swiss Pension System Explained for American ExpatsThis article is part three of a three-part series. Each article dives into one part of the Swiss pension system. Pillar 3: Private Pension Coming from the United States, you may be familiar with the concept of a Traditional IRA; the third Pillar is somewhat similar. …Crossborder4 min readCrossborder4 min read
Jan 13, 2022Pillar 2: The Swiss Pension System Explained for American ExpatsThis article is part two of a three-part series. Each article will dive into one part of the Swiss pension system. Pillar 2: Employment Pension Coming from the United States, you may be familiar with the concept of a 401(k) or 403(b) retirement plan; the second Pillar is somewhat similar…American Expat5 min readAmerican Expat5 min read
Jan 13, 2022Pillar 1: The Swiss Pension System Explained for American ExpatsThis article is part one of a three-part series. Each article will dive into one part of the Swiss pension system. Pillar 1: Swiss Pension Provision Coming from the United States, you should be familiar with the concept of social security. The first Pillar is most like this. …5 min read5 min read
Feb 12, 2021As an American Abroad does a Roth Conversion or Roth IRA still make sense?Overview: A Roth conversion is one of the most classic and effective tax planning tools available to U.S. taxpayers. If your taxes rise a Roth IRA conversion or contributions can save you a considerable amount of money in taxes over the long term. However, there can be major drawbacks to…Americans Abroad3 min readAmericans Abroad3 min read
Jan 11, 20212020 IRS 4th Quarter Estimated Tax Payments are due on January 15th. As an overseas American, should you be making one?Overview: US citizens who live and work abroad are subject to an annual US tax filing requirement on their worldwide income. This may mean a tax liability in your resident country as well as in the US. Many Americans are surprised to learn they have this additional US tax liability…Us Tax3 min readUs Tax3 min read
Dec 16, 2020SSNs, ITINs, and W8-BENs, oh my!Most people find unnecessary acronyms annoying. But that’s TBE. Let’s talk about some acronyms that are important for your 2020 tax and financial planning and why you need to think ahead. * A Social Security Number (SSN) for your child can equal refundable tax credits. * An Individual Tax Identification…Crossborder3 min readCrossborder3 min read
Dec 3, 2020Paying your Swiss tax bill with Bitcoin? Be prepared for the US tax implicationsCryptocurrencies are more popular than ever, and as the year comes to a close it may be a good time to review your digital portfolio. Canton Zug has been accepting Bitcoin for government services since 2016, but only up to 200 CHF. Starting February 2021, Zug will allow companies and…Us Tax4 min readUs Tax4 min read
